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The Simply Retirement Newsletter

Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.

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Featured Post

The Election is Over... Here's What I am Watching Now

Hi Reader, Elections and politics are difficult topics. Give 10 people one political topic, and you will likely get at least 15 opinions…or more. There were many reasons you chose one candidate over the other. In our space together, our goal is simply to review the result through the very narrow prism of the market, i.e., the collective view of investors. Before we dive in, did you catch the most recent podcast episode? In this episode, Eric Blake, along with guest Chris Bentley, MBA, CFP®,...

Hi Reader, Widowhood often brings emotional and financial turmoil, leaving many unsure of where to turn. Wings for Widows offers a lifeline to widows through personalized coaching and financial guidance. In this episode, Eric Blake, along with guest Chris Bentley, MBA, CFP®, CLU®, BFA®, CRPC®, Founder and CEO of Wings for Widows, dive into the importance of financial preparedness and support for widows and widowers navigating the complexities of financial decisions post-loss. You’ll gain...

Hi Reader, YOU STILL HAVE TIME! Get Your Long-Term Care Questions Answered by a Specialist!! Learn more about Nancy on episode 34 of The Simply Retirement Podcast: The Good, the Bad, and the Truth about Paying for Long-Term Care Part 1 and Part 2. Join us for a LIVE Q&A Today at 7 pm CST. REGISTER NOW! When it comes to planning for retirement, many overlook one of the biggest financial threats—long-term care costs. Most assume that Medicare or health insurance will cover their needs, but the...

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Hi Reader, Get Your Long-Term Care Questions Answered by a Specialist!! Nancy Dykeman has over 45 years of experience in the senior services industry. The last 20+ years focused specifically on long-term care. Learn more about Nancy on episode 34 of The Simply Retirement Podcast: The Good, the Bad, and the Truth about Paying for Long-Term Care. Join us for a LIVE Q&A on November 21st at 7 pm CST. REGISTER NOW! Millions of older adults and younger individuals with disabilities require...

Hi Reader, Do you have a plan for the rising costs of extended healthcare as you approach retirement? Many are caught off guard by the financial impact of caregiving, both for themselves and their aging loved ones. Nancy Dykeman has over 45 years of experience in caregiving, nursing home administration, and long-term care insurance advocacy. She has spent the last 20+ years as a national specialist and educator in the long-term care industry and is a former instructor of the CSA designation...

Hi Reader, If you are planning to retire in the very near future, as the final days tick down towards that big day, last-minute decisions can feel overwhelming. You also don't want to leave any final details to chance. If you are planning to retire soon (and as a thank you for being a Simply Retirement Newsletter subscriber), we'd like to offer you our free guide: What Issues Should I Consider Before I Retire? However, if retirement is approaching and you still have BIG questions left to...

Hi Reader, When planning for retirement, one of the most important financial decisions involves Social Security: Should you claim benefits early and invest the payments, or wait until age 70 to receive larger guaranteed payments? While early Social Security payments may seem appealing, delaying benefits has the potential to increase your lifetime income significantly. This choice requires thoughtful consideration, especially for individuals managing their financial future independently. This...

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Hi Reader, Retirement planning can be daunting, especially for women who often prioritize others over themselves. How can women balance self-care with financial planning? What strategies can help them thrive in retirement? Taylor Elyse Morrison turned being bad at self-care—and being firmly convinced of every human’s potential—into a career. She’s the founder of Inner Workout and the award-winning author of a book by the same name. Named one of Fortune’s 10 Innovators Shaping the Future of...

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Hi Reader, We are now in the month of October, which means we are just days away from the next presidential election. As you might expect, it’s a period where we get a lot of questions from friends, relatives, and acquaintances. "What do you think the market is going to do?" “Should I do something different until we get past the election?” And any number of similar questions. Before we dive in, did you catch the most recent podcast episode? "The Essentials of Social Security: An Insider’s...

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Hi Reader, Are you leaving money on the table with your Social Security benefits? Nolan Russell, a former employee of the Social Security Administration with 25 years of experience, is the author of "The Essentials of Social Security: Insider Insights to Help You Plan with Confidence." His extensive knowledge and insider perspective provide valuable insights into optimizing Social Security benefits. Get Your Social Security Questions Answered by an "Insider"!! Nolan Russell, author of "The...